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FIKVX vs PACCX
FIKVX vs PACCX Comparison
Open Charts FIKVX vs PACCX
Fidelity Advisor Asset Manager 20% Z
Price$13.63
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets5.37B
Putnam Dynamic Asset Allocation Cnsrv C
Price$10.41
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets556.65M
FIKVX vs PACCX Comparison Chart
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FIKVX vs. PACCX commentary
May 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIKVX is a Buy and PACCX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.37B vs. PACCX (557M). FIKVX pays higher dividends than PACCX: FIKVX (3.32) vs PACCX (2.80). FIKVX was incepted earlier than PACCX: FIKVX (7 years) vs PACCX (31 years). PACCX (1.75) is less costly to investors than FIKVX (0.46). PACCX is a more actively managed with annual turnover of: 372.00 vs. FIKVX (24.00). FIKVX (0) and PACCX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.38 vs. PACCX (4.13). FIKVX return over 5 years is better than : 15.53 vs. PACCX (5.97).
| FIKVX | PACCX | FIKVX / PACCX | |
| Total Expense Ratio | 0.46 | 1.75 | 26% |
| Annual Report Gross Expense Ratio | 0.46 | 1.75 | 26% |
| Fund Existence | 7 years | 31 years | - |
| Gain YTD | 1.538 | 0.719 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 557M | 964% |
| Annual Yield % from dividends | 3.32 | 2.80 | 119% |
| Returns for 1 year | 5.38 | 4.13 | 130% |
| Returns for 3 years | 11.17 | 9.50 | 118% |
| Returns for 5 years | 15.53 | 5.97 | 260% |
| Returns for 10 years | N/A | 8.61 | - |
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